Client Guidance: Provide comprehensive guidance on various product types, including Deal, Bond rating details, Screening, Earnings reports, Charting, and financial statements using Excel coding.
Premium Product Support: Manage premium products such as SPAR, Portfolio Analysis 3.0, Portfolio Batcher, and Portfolio View, offering financial services and advisory.
Customized Portfolio Creation: Create customized portfolios and blended benchmarks, providing appropriate weights and shares as per client demands, involving equities, ETFs, indices, various funds, bonds, and options.
Internal Coordination: Liaise with internal content teams to ensure accurate and timely solutions for client requests.
Handled over 4,000+ client queries related to ongoing research and analysis.
Earned the Essentials Banking Certification.
Completed various finance and investment banking courses, including: Portfolio Analysis (performance, attribution, and exposure analysis), ESG Basics Certification, Understanding the daily roles and responsibilities of Buy-side Analysts, Portfolio Managers, and Risk Analysts.
Collaborated with clients from major investment banks, wealth management firms, and sovereign wealth funds on ongoing projects.
Proficiently navigated the FactSet Workstation and utilized Microsoft Excel for effective data analysis and reporting.
Research Associate
Mordor Intelligence Inc.
07.2019 - Current
Published approximately 30 reports.
Worked on secondary resources to collect data on significant fields for market analysis.
Worked on marketing strategy (Porter's force analysis, industry value chain, and CAGR calculation).
Prepared company profiling for several companies which included product specification, SWOT analysis, recent developments (mergers and acquisition, product innovation, and company expansion).
Market Research Trainee
Aditya Birla Housing Finance
02.2019 - 05.2019
Worked as a Market research trainee.
Understood the process of home loans and the products offered by the company.
Areas covered: Sourcing, Credit process, Sanction, Disbursement.
Analyze the competitors of the company like the strategy and policy of other companies. Tried to pitch customers through B2B and B2C marketing.
Education
MBA - Marketing & Finance
ICFAI Business School
01.2017 - 01.2019
BBA - undefined
Center for Management Studies (CMS)
01.2014 - 01.2017
Intermediate - Science Education
F.M Junior College
Balasore, Odisha
Matriculation - undefined
Saraswati Vidya Mandir (SVM)
Bhubaneswar, Odisha
Skills
Teamwork
Accomplishments
Best Quality Matrix Meet, FactSet, 03/01/23
Global Award and Blue Ribbon Award, FactSet, 03/01/22
Best Turn-Around of the Year, FactSet, 11/01/22
Best Performance of the Month, FactSet, Various (2019-2023)
Organizing Head of Technical Club, During MBA, 2018